Recent Blog Posts

Attorney Tara Frame presenting along with financial advisor, David Nolan, on December 13th at 11:00 at the O’Malley Senior Center in Odenton, Maryland

It is one of the last things that anyone wants to do after the death of a loved one, but paying off the debts of the decedent is an important part of probate. Debts must be paid before property can be distributed amongst the family members. Making an error during the administration of a loved… Continued

Senior citizens are often the target of financial abuse. Fraud schemes are not only more likely to work on an elderly person with a slight to severe cognitive impairment, but older people are more often targeted by scammers as well. Older individuals are less likely to be familiar with phone and computer technology, and are… Continued

Millions of Americans live in nursing homes, assisted living facilities, or have an in-home caregiver. In fact, according to the Institute on Aging, 1.3 million Americans live in nursing homes, with millions more utilizing assisted living or home care and, by 2030, 20 percent of the population will be 65 or older. The chances are… Continued

According to a New York Times article, in the United States, the average lifespan is 81.2 years for women, while for men it is only 76.5 years. This means that even if the husband handles financial decisions in a marriage, that responsibility is likely going to be passed off to the widowed wife later in… Continued

The majority of Americans do not have a will or a trust. According to USA Today, 64 percent of Americans do not have a will. But do you really need one? The answer to that is most likely yes. However, do you need a simple will or will your loved ones be better off after… Continued

According to the American Bar Association, medical advancements have and will continue to allow more and more developmentally challenged children to reach adulthood, which brings the question: are parents planning for how their end of life will impact their adult disabled child? Creating a special needs trust is important for parents with both disabled minor… Continued

Unfortunately, probate is not always a smooth or straightforward process. Probate, which is the official proving of a will, is a necessary step to take after a loved one passes away before the assets in the will can be divided and the decedent’s last wishes can be carried out. We understand just how frustrating and… Continued

Our families change over time. Children and grandchildren are born. Some people get a divorce and remarry. Bank accounts are opened and closed. Real estate is bought and sold. People change jobs and roll over their retirement accounts. For all of these reasons, it is important to establish an estate plan so the family’s assets… Continued

A Comprehensive Durable Power of Attorney is imperative for all adults who wish to take care of their finances should they become incapacitated. A comprehensive durable power of attorney allows you to select who you want take care of your assets while you are alive but unable to act on your own. It also protects… Continued